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Purchases Setup
Purchases Setup
Setup defines the supplier and purchasing defaults that procurement transactions depend on. Good setup reduces price errors, approval delays, and matching exceptions.
Setup areas
- Supplier master records and contact data.
- Supplier purchasing data for item-level vendor defaults.
- Payment terms, tax groups, and payables accounts.
- Reorder levels and replenishment-related defaults for bought items.
- Agreement, RFQ, and vendor pricing data where those features are enabled.
Key pages
- Suppliers
- Supplier Purchasing Data
- Reorder Levels
- Vendor Pricelists
Recommended setup order
- Create Suppliers and maintain reliable contact and payment information.
- Link items to supplier purchasing data so descriptions, prices, and conversion factors are available.
- Review reorder levels and replenishment settings for purchased stock items.
- Add vendor pricing, sourcing, and agreement controls for items that need strategic procurement.
Setup advice
- Keep supplier purchasing data current; procurement users should not be retyping default commercial data on every order.
- Decide early which purchases must follow requisition, RFQ, or agreement rules and which can remain simple PO or direct invoice flows.